Vestia Personal Wealth Advisors
Vestia Personal Wealth Advisors is a venture manager in Fort Wayne, IN. It is registered with the SEC as an investment adviser with $1.1B in regulatory assets and 31 staff. It has 1 fund on file, the latest reported in December 2024.
Funds on file
1
Raised, all funds
None yet
Regulatory assets
$1.1B
Staff
31
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.1B
Employees31
Clients3,105 wealthy individuals, 865 individuals and 17 pension plans.
Control personsJacquelyn, Diane Denson, Forrest, Michael Friedow, Cameron, Donald Heasley, Kameron, J Helmuth, Thomas, Scott Martin, Lauren, Law Oschman.